LIA

LBMC Investment Advisors Portfolio holdings

AUM $1.57B
1-Year Est. Return 10.61%
This Quarter Est. Return
1 Year Est. Return
+10.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$5.04M
3
+$4.3M
4
IBHH icon
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
+$4.15M
5
IBHI icon
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
+$3.95M

Top Sells

1
+$2.59M
2
+$2.43M
3
+$1.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M
5
SSB icon
SouthState Bank Corp
SSB
+$962K

Sector Composition

1 Technology 2.57%
2 Financials 2.53%
3 Healthcare 1.56%
4 Communication Services 1.03%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$414K 0.03%
4,267
127
$402K 0.03%
1,892
128
$398K 0.03%
18,250
129
$392K 0.03%
14,758
+900
130
$387K 0.03%
6,600
131
$385K 0.03%
7,112
132
$380K 0.03%
5,298
+1
133
$379K 0.03%
7,925
+27
134
$376K 0.03%
1,036
135
$375K 0.03%
1,139
136
$369K 0.03%
1,000
137
$365K 0.03%
8,415
+317
138
$361K 0.03%
2,154
+600
139
$357K 0.03%
8,000
140
$355K 0.03%
3,000
141
$351K 0.03%
5,230
142
$350K 0.03%
2,651
+3
143
$349K 0.03%
3,241
+1
144
$346K 0.03%
1,500
145
$344K 0.03%
+11,300
146
$344K 0.03%
553
+1
147
$344K 0.03%
4,042
-500
148
$341K 0.03%
6,404
-10
149
$338K 0.03%
8,000
150
$328K 0.03%
8,538
+8
4 5
6
7 8